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Grouping Leads Fields using Sections

While working with Lead Fields, you may want to group related fields together on Lead Add/Edit form and Lead Details page. This is possible using concept of Lead Field “Sections” in LeadSquared.

Navigate to My Account -> Settings -> Manage Custom Fields -> Manage Forms:

Lead Sections

 

You can do following on this page:

1) Create your own section
2) Rename Existing sections
3) Change order of fields within a section (drag and drop)
4) Move field from one section to another (drag and drop)
5) Change the order of sections
6) Delete a section (if there are no fields in the section)

There is a section called “Hidden” in the end of the page where you can drop the fields that you don’t want to show on lead forms.

Hidden Section

 

Save these changes by pressing “Save” button. After the changes are saved, you will see the lead fields organized on Add New Lead, Edit Lead and Lead Details pages:

 

Add New Lead Page

 

Lead Details Sections